Coston McIsaac & Partners’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Hold |
224
| – | – | ﹤0.01% | 446 |
|
|
2025
Q1 | $18K | Hold |
224
| – | – | 0.01% | 410 |
|
|
2024
Q4 | $16K | Hold |
224
| – | – | ﹤0.01% | 427 |
|
|
2024
Q3 | $13 | Hold |
224
| – | – | ﹤0.01% | 458 |
|
|
2024
Q2 | $11K | Hold |
224
| – | – | ﹤0.01% | 458 |
|
|
2024
Q1 | $12K | Hold |
224
| – | – | ﹤0.01% | 456 |
|
|
2023
Q4 | $10K | Hold |
224
| – | – | ﹤0.01% | 476 |
|
|
2023
Q3 | $11K | Hold |
224
| – | – | ﹤0.01% | 461 |
|
|
2023
Q2 | $10K | Sell |
224
-41
| -15% | -$1.83K | ﹤0.01% | 508 |
|
|
2023
Q1 | $10K | Buy |
265
+95
| +56% | +$3.59K | ﹤0.01% | 494 |
|
|
2022
Q4 | $6 | Sell |
170
-57
| -25% | -$2 | ﹤0.01% | 573 |
|
|
2022
Q3 | $8K | Hold |
227
| – | – | ﹤0.01% | 451 |
|
|
2022
Q2 | $8K | Buy |
+227
| New | +$8K | ﹤0.01% | 303 |
|